M&A Due Diligence Manager

Citrin Cooperman; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

Citrin Cooperman is seeking a seasoned financial due diligence professional to service private equity clients and corporate acquirers. Plan, manage, and execute due diligence engagements, act as the primary client liaison, and prepare data packs and reports.

You'll build financial models, analyze trends and risks, mentor junior staff, and apply TAS Best Practices to ensure high-quality work. Strong communication and leadership are essential.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent.
• CPA required.
• Minimum of 2+ years of financial due diligence experience.
• Minimum of 2+ years of audit experience, preferably with lower middle market companies.
• Strong proficiency in Word, Excel and PowerPoint.
• Excellent verbal and written communication skills.
• Strong critical thinking and problem-solving abilities.
• Excellent project management and organizational skills.
• Ability to multi-task and manage multiple engagements.
• Strong relationship building and networking abilities.

Responsibilities

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
• Plan and manage due diligence engagements on budget.
• Act as primary client contact for the duration of the due diligence process.
• Prepare and/or review Excel data packs.
• Conduct on-site and/or phone interviews with C-level personnel at target companies.
• Prepare due diligence reports and presentations with analyses and recommendations.
• Analyze historical financial and operating results and explain trends and risks.
• Prepare financial models related to mergers and acquisitions or related transactions.
• Perform industry research as needed on engagements.
• Schedule and supervise tasks of senior analysts; mentor junior staff.

Skills

Financial due diligence

Audit experience

Verbal & written communication

Project management

Team mentorship

Education

Bachelor's degree in Accounting/Finance

CPA

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Citrin Cooperman is seeking a seasoned financial due diligence professional to service private equity clients and corporate acquirers. Plan, manage, and execute due diligence engagements, act as the primary client liaison, and prepare data packs and reports.

You'll build financial models, analyze trends and risks, mentor junior staff, and apply TAS Best Practices to ensure high-quality work. Strong communication and leadership are essential.